Investment Q&A

• Keysight Technologies Inc. (KEYS $168.66)
  • $168.66 P/E (TTM): 39.32X Cap: $29.09B
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• Roku Inc. (ROKU $99.00)
  • $99.00 Cap: $14.64B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.75)
  • $16.75 Cap: $2.30B
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Q: I am interested in buying those 3 companies by year end for 3/5 years and already own Otex, Kxs. Any concern for short and medium term on those stocks?
Thank you!

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Read Answer Asked by Jacques on August 27, 2019

• Birchcliff Energy Ltd. (BIR $6.24)
  • $6.24 P/E (TTM): 22.11X Cap: $1.69B
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Q: One of these days the sentiment on Canadian gas and oil companies is going to change.( I hope!!).
If that day was tomorrow which small cap Canadian oil and gas company would you buy?

Thanks Ken

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Read Answer Asked by Ken on August 27, 2019

• Algonquin Power & Utilities Corp. (AQN $7.79)
  • $7.79 Cap: $5.95B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Which would you choose to add a conservative nature to a senior's portfolio, AQN or AW.UN.ca and why? I note AQN is not in any model portfolio and yet its performance seems better than that of AW.UN and with less volatility.

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Read Answer Asked by Fred on August 27, 2019

• Minto Apartment Real Estate Investment Trust (MI.UN $13.72)
  • $13.72 Cap: $1.15B
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Q: Updated price/ffo on Minto, tricon and interrent.

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Read Answer Asked by Cory on August 27, 2019

• Miscellaneous (MISC)
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Q: Sorting stocks by trading volume, as asked by Rob:
https://www.barchart.com/ca/stocks/most-active/daily-volume-leaders?viewName=main

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Read Answer Asked by Walter on August 27, 2019

• Winpak Ltd. (WPK $41.67)
  • $41.67 P/E (TTM): 13.52X Cap: $2.57B
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Q: Goodmorning
My wife has held winpak in her tfsa for app 4 yrs and has done OK but over the last couple of years seems to have flat lined would you consider to continue to hold or would you sell and if so which stock or stocks would you recommend that would provide a better dividend with a little better growth profile either in the same sector or another?
Thks
M

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Read Answer Asked by Marcel on August 27, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Any reason for the uptick today? I have a small position, would you add at this price?

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Read Answer Asked by Jordan on August 26, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Any reason you can see for the approximate 10% increase in Photon Controls today? Thanks

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Read Answer Asked by Gordon on August 26, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.75)
  • $16.75 Cap: $2.30B
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Q: Do you expect Lightspeed to issue a financial performance press release in the not too distant future?

Thank you, Peter

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Read Answer Asked by Peter on August 26, 2019

• Miscellaneous (MISC)
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Q: Do you know of an app or program that could be used to screen on the basis of volume for stocks, especially Canadian ones. I am not a day trader but am looking to start tracking a few stocks that show unusually high volume without necessarily an accompanying increase in price. Thanks.

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Read Answer Asked by Rob on August 26, 2019

• Mastercard Incorporated (MA $590.24)
  • $590.24 P/E (TTM): 39.39X Cap: $530.29B
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• Visa Inc. (V $345.61)
  • $345.61 P/E (TTM): 33.52X Cap: $664.04B
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Q: Hello Peter
I have currently investment in Master Card and I am very happy with.
I want to invest in similar companies Like MA or V in Canada.
Please give mi some names of individual stocks or ETFs available to invest on Canadian market in CAD.

Thanks Andrew

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Read Answer Asked by Andrzej on August 26, 2019

• Brookfield Business Partners L.P. (BBU.UN $38.06)
  • $38.06 Cap: $8.12B
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Q: Do you have my insight in to the recent slide on bbu?

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Read Answer Asked by Brian on August 26, 2019

• Just Energy Group Inc. (JE $0.21)
  • $0.21 Cap: $9M
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Q: I have held 2,000 shares in JE for about 9 nine years. At the current price I am down $25K, a net loss of $13K if dividends received are counted. Is there any reason to expect a turnaround, or should I sell.

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Read Answer Asked by Jean on August 26, 2019

• Viemed Healthcare Inc. (VMD $6.74)
  • $6.74 P/E (TTM): 20.24X Cap: $272M
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Q: Hi, Any input on Viemed. Seems to be in a company specific freefall?
Thanks, Chris

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Read Answer Asked by Christopher on August 26, 2019

• Ianthus Capital Holdings Inc. (IAN)
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Q: Good day folks,

What are your thoughts on IAN as a play in the cannabis space? I know you prefer the big guys but this company seems to be doing a lot of things right as it expands across the US.

Thanks,

Dennis

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Read Answer Asked by Dennis on August 26, 2019

• BCE Inc. (BCE $33.49)
  • $33.49 P/E (TTM): 74.41X Cap: $31.39B
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Q: Greetings 5i,

Trump retaliates in trade war with orders for American companies to "immediatly start looking for alternatives to China".

Where, what industries or companies in Canada, would you speculate there to be rising opportunities as a result?

Any additional thought would be welcome.

Cheers!

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Read Answer Asked by Duane on August 26, 2019

• OneSoft Solutions Inc. (OSS $0.87)
  • $0.87 Cap: $106M
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Q: Recently , Onesoft Solutions has reported . Could you review and give an opinion , please?
Thank you , kindly
D.B.

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Read Answer Asked by D.B. on August 26, 2019

• Antibe Therapeutics Inc. (ATE $0.30)
  • $0.30 Cap: $15M
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Q: ..nice rise in price and volume recently with some trial results expected in mid September...what are your general views of the company at this point. would you sell going into the news?

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Read Answer Asked by Curtis on August 26, 2019

• Quorum Information Technologies Inc. (QIS $0.71)
  • $0.71 P/E (TTM): 35.5X Cap: $52M
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Q: What is 5i's opinion on Quorum Information Tech.'s Q2 results. Looks like a beat on all analyst coverage metrics. These seems like a very compelling micro cap investment given their growth, profitability and that 90% of revenues are recurring or locked in. Your thoughts on this investment as the market cap grows?

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Read Answer Asked by Charles on August 26, 2019

• Savaria Corporation (SIS $20.76)
  • $20.76 P/E (TTM): 26.84X Cap: $1.49B
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Q: To my earlier question about the stock price of SIS plummeting, you had mentioned that it is related to "company specific issue"? Can you please throw more light on that issue, which, most of the investors are not aware ?

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Read Answer Asked by Sriram on August 26, 2019